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Track Interactions with People

You can interact with families, individuals, and personnel in your parish through:
  • Letters and emails
  • Phone calls
  • Visits
  1. Locate the appropriate record.
  2. In the navigation pane, click Letters, Visits, Etc.
  3. Click the add icon green plus sign, and enter information about the interaction.
    • You can enter up to 30 characters in each field.
    • Here are some examples of what you can enter in the Description field: "Thank You Letter", "Follow Up Phone Call", or "Hospital Visit".
    • The Type field uses entries from the Letter Types keyword list.
  4. Click Save.

With the Orthodox installation, you can also convert your letters, calls, and visits into events that you upload to Google Calendar.